The Business Times
business-time-50

David Smith

The Hormuz closure sharpens the logic behind renewables by reframing it as domestic supply; making system flexibility and resilience a policy priority; and accelerating electrification economics.
THE BOTTOM LINE

From Hormuz to home-grown power: Why the Middle East crisis strengthens the case for investing in Asia renewables

Forward-looking investors are backing companies that can orchestrate the entire energy system

We see a great deal of opportunity, particularly in China, where there are leading companies are fields including renewable energy components, EV batteries, and more energy-efficient data centres.
COMMENTARY

High-tech solutions for a net-zero world will come from Asia

In terms of cost, renewables are on par with or cheaper than fossil fuels to generate electricity. Asia offers a spectrum of sustainable investment opportunities

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